Workspace Reports

Workspace Admins can view reports detailing activity and other workspace information.

These reports can be viewed on the system and downloaded as a CSV, PDF, Word or Excel document. Below is a list of each report and a short description of what each report does.


Reports - Gen 4

Reports- Gen 3

Reports - Gen 4

 

 
  1. To access a list of reports, click Reports on the Menu.



  2. Click Run Report next to the report you want to generate.



  3. On the Report Setup page, select your preferred format (e.g. PDF, Excel, HTML).



  4. Click Run Report to begin building the report.



  5. Wait for the report to build. When the report is ready, it will display in your browser if you selected HTML. For other formats, a download option will appear.

Documents Accessed

Shows a list of users and which documents and folders were accessed by each user.

Annotations and Labels

Displays details such as the document ID, folder, type, name, creation and update timestamps, coding type, and coding Value for annotations and labels.

Detailed Audit Report

Shows the date, time, user, company and which action each user performed. This report keeps track of workspace access, file uploads, file deletions, files viewed, files downloaded, files moved, file previews, folder creation, status posts, file arranging and more.

Invitations & Revocation

Provides a log of user invitations, including the date of invitation, the inviter, and any changes to user permissions.

Coding Progress

Shows the number of coded docs by date for a coding field in the workspace broken down by user.

Data Room Index

Shows a list of every document and folder in your workspace.

Detailed Permissions Report

Shows what permissions have been assigned to each user at the folder and document level.

Document Count

Shows the number of documents in the workspace broken down by folder and file type.

Download Counts

Shows the total number of downloads by company and user for each month.

Downloaded Documents

Shows each document downloaded, when it was downloaded, who downloaded it and which version was downloaded.

Email Index 

Shows the date, subject, sender (From), and recipient (To) information for emails

Hot Documents

Shows which documents were accessed and how many documents each user accessed.

2023-05-02_17-47-59

Interactive Audit Report

Shows a detailed breakdown of user and group viewing time. This report also shows which documents and pages were viewed most. To see specific viewing details for a user or group click on the relevant icon on the right. Please enable the Detailed Tracking app for this report.

Last Access

Shows the name, workspace role, company, date and time a user last accessed this workspace.

2023-05-02_17-51-48

New Documents

Shows newly added or updated documents.

2023-05-02_17-53-34

Q&A Report

Details the question and answer interactions, including the asker, asker's group, question date, response date, status, actual question and response content, and any attachments.

Reading List

Shows which documents have or have not been read.

2023-05-02_18-27-21

Export Room Contents

 

Room Storage

Provides comprehensive storage information of the workspace. It includes the ID, workspace reference, name, created date, and expected end date of the workspace, as well as the approximate storage usage of the documents area, message attachments (Secure Mail), documents in trash, past versions, other documents, and the total billable storage.

Search Requests

Shows a list of all search queries conducted in this workspace.

2023-05-02_18-31-40

Secure Mail Export

  • Exports a list of all secure messages, their content and attachments.

  • Message contents and attachments

  • Details of each secure message

Tags and Codes

Lists all labels with their respective counts.

Unique Document Counts

This report provides counts for various document categories, including gross document count, unique counts excluding exact duplicates and marked duplicates, and incremental counts for Saved Searches and Tagged Documents.

Usage by User by Month

Shows the monthly use of each user.

Historical User and Storage Use

Shows the total storage of all workspaces and a breakdown of storage in each workspace.

What's Changed?

Shows documents added, updated, moved or deleted in this workspace.

2023-05-02_18-37-35

 

 


Reports - Gen 3

 

  1. To access a list of reports, click Reports.

  2. Click on a report to view it, and download it as a CSV, PDF, Word or Excel document.

 

Documents Accessed

Shows a list of users and which documents and folders were accessed by each user.
2023-05-02_17-27-41

Annotations and Codes

Displays details such as the document ID, folder, type, name, creation and update timestamps, coding type, and coding Value for annotations and labels.

 



Detailed Audit Report

Shows the date, time, user, company and which action each user performed. This report keeps track of workspace access, file uploads, file deletions, files viewed, files downloaded, files moved, file previews, folder creation, status posts, file arranging and more.
2023-05-02_17-31-33

Invitations & Revocation

Provides a log of user invitations, including the date of invitation, the inviter, and any changes to user permissions.

 

 

 

Data Room Index

Shows a list of every document and folder in your workspace.

2023-05-02_18-29-28

Detailed Permissions Report

Shows what permissions have been assigned to each user at the folder and document level.

2023-05-02_17-37-09

Document Count

Shows the number of documents in the workspace broken down by folder and file type.

2023-05-02_17-39-41

Download Counts

Shows the total number of downloads by company and user for each month.

2023-05-02_17-42-32

Downloaded Documents

Shows each document downloaded, when it was downloaded, who downloaded it and which version was downloaded.

2023-05-02_17-46-20

Email Index 

Shows the date, subject, sender (From), and recipient (To) information for emails



Hot Documents

Shows which documents were accessed and how many documents each user accessed.

2023-05-02_17-47-59

Interactive Audit Report

Shows a detailed breakdown of user and group viewing time. This report also shows which documents and pages were viewed most. To see specific viewing details for a user or group click on the relevant icon on the right. Please enable the Detailed Tracking app for this report.

Last Access

Shows the name, workspace role, company, date and time a user last accessed this workspace.

2023-05-02_17-51-48

New Documents

Shows newly added or updated documents.

2023-05-02_17-53-34

Q&A Report

Details the question and answer interactions, including the asker, asker's group, question date, response date, status, actual question and response content, and any attachments.




Reading List

Shows which documents have or have not been read.

2023-05-02_18-27-21

Room Storage Report

Provides comprehensive storage information of the workspace. It includes the ID, workspace reference, name, created date, and expected end date of the workspace, as well as the approximate storage usage of the documents area, message attachments (Secure Mail), documents in trash, past versions, other documents, and the total billable storage.

Search Requests

Shows a list of all search queries conducted in this workspace.

2023-05-02_18-31-40

Secure Mail Export

  • Exports a list of all secure messages, their content and attachments.

  • Message contents and attachments

  • Details of each secure message

Tags and Codes

Lists all labels with their respective counts.

Unique Document Counts

This report provides counts for various document categories, including gross document count, unique counts excluding exact duplicates and marked duplicates, and incremental counts for Saved Searches and Tagged Documents.

Usage by User by Month

Shows the monthly use of each user.

2023-05-02_18-33-35

Historical User and Storage Use

Shows the total storage of all workspaces and a breakdown of storage in each workspace.

2023-05-02_18-35-50

What's Changed?

Shows documents added, updated, moved or deleted in this workspace.

2023-05-02_18-37-35

 

The available reports in the workspace may vary depending on the enabled apps and the workspace type.